HeyJaredRetire With Style
The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 22, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Episode 247: Is the 4% Rule Still Relevant? What the Retirement Math Says (opens the original)
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In this episode of Retire with Style, Wade and Alex tackle listener questions spanning some of the most important decisions retirees and pre-retirees face, including tax planning, Roth conversions, annuities, withdrawal strategies, and preparing for an uncertain future. They explore tax traps that can arise from preferential income stacking, Medicare IRMAA, and other income-related phaseouts; break down the pros and cons of QLACs; and explain why the traditional 4% rule may work better as a roug
Episode 246: Why 100% Bonds May Not Be the Safest Retirement Portfolio (opens the original)
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In this live Retire With Style Q&A, Wade Pfau and Alex Murguia tackle a wide range of retirement planning questions, including Social Security survivor benefits for divorced spouses, using home equity as a retirement buffer, managing sequence-of-returns risk, building conservative portfolios, Roth conversions, and annuity planning. They explain why a HECM reverse mortgage can function as a more reliable buffer asset than a HELOC, revisit the role of a rising equity glide path in retirement, and
Episode 245: Retirement Withdrawals: When to Use Your Portfolio, When to Use a Buffer (opens the original)
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In this episode of ’Retire with Style’, hosts Alex Murguia and Wade Pfau discuss various aspects of retirement planning, including the importance of finding purpose in retirement, strategies for asset allocation and location, understanding retirement expenses, planning for long-term care, and investment strategies. They emphasize the need for a structured approach to retirement income and the significance of having a volatility buffer to manage market fluctuations. The conversation is rich with
Episode 244: Why Being Safety-First Doesn’t Mean You Need an Annuity (opens the original)
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In this episode of ’Retire with Style’, hosts Alex Murguia and Wade Pfau discuss various aspects of retirement planning, including the importance of tax planning, the role of annuities in income protection, and strategies for managing inflation risk. They also touch on the upcoming YouTube live session focused on tax questions and the significance of understanding one’s retirement income style awareness (RISA). The conversation emphasizes the need for a reliable income floor and the evaluation o
Episode 243: Why Annuities Aren’t Really Investments (opens the original)
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In this episode of Retire with Style, Wade Pfau and Alex Murguia delve into various retirement income strategies, focusing on hybrid approaches that combine time segmentation and income protection. They discuss the optimal withdrawal order from retirement accounts, the importance of blending in tax planning, and the nuances of using inherited IRAs for tax payments. The conversation also covers the evaluation of Roth conversions, the complexities of annuities, and how to identify poorly designed
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